How to Use Connected Search in ClickUp
Connected Search in ClickUp helps you quickly find tasks, Docs, views, and other work across your Workspace from a single, powerful search bar. This guide walks you through how to open Connected Search, refine results, and switch between search types so you can locate information fast.
This article is based on the official documentation for Connected Search found on the ClickUp Help Center. It explains how to use the feature step by step.
What is Connected Search in ClickUp?
Connected Search is a unified search experience inside the ClickUp platform. It combines several search tools into one interface so you can access:
- Tasks, subtasks, and checklists
- Docs, pages, and whiteboards
- Views, including List, Board, and Calendar views
- Dashboards and other key items
Instead of searching separately for each kind of item, you can work from one place and quickly filter or switch between different result types.
Open Connected Search in ClickUp
You can open Connected Search in ClickUp from anywhere in your Workspace. Use one of the following options.
Open Connected Search from the Sidebar
- In the left sidebar of ClickUp, locate the search icon (often labeled as Search or represented by a magnifying glass).
- Click the search icon to open the Connected Search panel.
The Connected Search panel appears over your current view, allowing you to start typing right away.
Open Connected Search with a Keyboard Shortcut
To access Connected Search more quickly in ClickUp, use the global search shortcut:
- On Windows: Press Ctrl + K.
- On macOS: Press Cmd + K.
The search input field will become active immediately so you can begin entering your query.
Search for Work Items in ClickUp
After you open Connected Search in ClickUp, use the main search field to locate the items you need.
- Click into the search bar at the top of the Connected Search panel.
- Type a keyword, phrase, task ID, or the name of a Doc, view, or Dashboard.
- Review the list of results grouped by item type.
- Select the item you want to open it in the main area of ClickUp.
Results update automatically as you type, helping you narrow down content without fully entering your search term.
Switch Between Connected Search Types in ClickUp
Connected Search in ClickUp lets you switch between types of content to make your results more relevant. You can change search categories from the top of the panel.
Use the All Results View
The default view for Connected Search in ClickUp is often an “All” results mode.
- Shows tasks, Docs, and views together.
- Highlights recently accessed items.
- Makes it easy to find commonly used content quickly.
Use the All view if you are not sure what type of item you need.
Filter by Specific Content Type
To refine Connected Search in ClickUp to a specific type of item, select a category tab (labels and availability may vary by account and updates):
- Tasks: Shows only tasks, subtasks, and checklists.
- Docs: Limits results to Docs and pages.
- Views: Displays views like List, Board, and Calendar.
- Dashboards: Focuses on reporting and high-level overviews.
Click the category name at the top of the Connected Search panel to change focus. Your search term remains the same while the results update based on the selected content type.
Use Filters to Refine Connected Search in ClickUp
Filters help you narrow down Connected Search results in ClickUp even further. Although exact options can evolve over time, typical filters include:
- Location: Limit results to specific Spaces, Folders, or Lists.
- Assignee: Show tasks assigned to a person or team.
- Status: Filter tasks by status such as Open, In Progress, or Closed.
- Owner or creator: Target items created or owned by specific users.
To apply filters in Connected Search:
- Open Connected Search in ClickUp.
- Enter your main search term.
- Click the filter icon or filter section within the panel.
- Select the filters you want to apply.
- Review the updated search results.
Use filters when you know roughly where or with whom work is located, but you still need a quick way to find the exact item.
Open and Work With Results from Connected Search
Once you have located an item using Connected Search in ClickUp, you can open it and continue working as usual.
- Click a result in the list to open it in the main view.
- For tasks, update statuses, add comments, or adjust due dates.
- For Docs, edit content, share links, or adjust permissions.
- For views or Dashboards, adjust filters, widgets, or layout as needed.
Connected Search makes it easy to move directly from finding to doing without leaving the ClickUp interface.
Tips for Using Connected Search in ClickUp Effectively
Use these practical tips to get more value from Connected Search in ClickUp.
- Use precise keywords: Include context such as client names, project codes, or sprint labels when you search.
- Remember recent items: Recently opened Docs and tasks often appear higher in search results.
- Leverage filters: Combine filters like assignee and location to narrow long lists of results.
- Learn the shortcut: The keyboard shortcut is usually the fastest way to open Connected Search while working.
Troubleshooting Connected Search in ClickUp
If you cannot find an item with Connected Search in ClickUp, try the following:
- Check that you have access to the Space, Folder, or List where the item lives.
- Verify the item has not been deleted or archived.
- Adjust filters to make sure you are not excluding relevant results.
- Try a broader or slightly different keyword.
If results still do not appear as expected, compare your behavior against the official instructions from the Connected Search help article to confirm the current behavior of the feature.
Learn More Beyond ClickUp Connected Search
Connected Search is one part of working efficiently inside ClickUp. To improve how you structure Spaces, set up views, or integrate other tools, you may want expert implementation or workflow consulting.
For professional guidance on organizing project management systems and knowledge bases, consider resources like Consultevo, which focuses on optimizing digital workspaces and processes.
By combining a clear Workspace structure with Connected Search in ClickUp, your team can quickly find the right information and stay focused on high‑value work.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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